Best Investors Account Sign in
Inactive

Michael Patrick Hotz

Asset Consulting Group, LLC

Clayton, MO

CRD 7083289

Claim This Profile
Employer firm

Asset Consulting Group, LLC CRD 107574

$1.10B regulatory AUM 128 advisory clients

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • ASSET CONSULTING GROUP (ACG) PROVIDES COMPREHENSIVE INVESTMENT CONSULTING SERVICES TO TAXABLE AND TAX-EXEMPT ENTITIES.

From the firm’s Form ADV. Read the guides:

Current Employers
Asset Consulting Group, Llc

231 South Bemiston Avenue 14Th Floor, Clayton, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-03-29
MI RA APPROVED 2019-03-25
OK RA APPROVED 2019-03-21
MO RA APPROVED 2019-03-20
TX RA APPROVED_RES 2019-03-20
  • FL RA
    APPROVED
    Since 2019-03-29
  • MI RA
    APPROVED
    Since 2019-03-25
  • OK RA
    APPROVED
    Since 2019-03-21
  • MO RA
    APPROVED
    Since 2019-03-20
  • TX RA
    APPROVED_RES
    Since 2019-03-20

Branch Locations

231 South Bemiston Avenue 14Th Floor, Clayton, MO 63105 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Asset Consulting Group St. Louis MO 12/2010 Present
  • 12/2010 → Present
    Asset Consulting Group
    St. Louis, MO
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Clayton, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor